Terry Powers
ChFC®, CLU®, FIC
Financial Advisor
Helping Clients across Central and Southwest Ohio achieve their financial goals
State(s) Licensed: MI, OH
Phone: (937) 660-9444
Address:
Beavercreek Greene Town Center 70 Birch Alley, Suite 240
Beavercreek, OH 45440
Helping Clients across Central and Southwest Ohio achieve their financial goals
State(s) Licensed: MI, OH
Let's strategize your future
As a Financial Advisor serving Southwest Ohio, my goal is to establish an ongoing relationship with you to help you reach your financial goals. Starting with a realistic, logical and comprehensive plan is the first step.
Areas of specialization include:
- comprehensive dedicated planning
- retirement income planning
- college planning
- investment and wealth management
- protecting loved ones from the risk of death or disability
- tax-efficient wealth transfer
- legacy and charitable giving
Give me a call at 937-660-9444 to set-up an appointment or to learn more about how I can help serve you.
To learn more about the privacy of your information, visit our privacy policy.
Locations
Beavercreek Office
- Phone:
- (937) 660-9444
- Fax:
- (248) 786-6833
Hours
M – F: 9 a.m. – 5 p.m.
West Chester Office
Hours
M – F: 9 a.m. – 5 p.m.